Motley Fool Money The State of Weight-Loss Drugs
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Mar 1, 2025 Karl Thiel, a Motley Fool analyst, dives deep into the booming weight-loss drug market projected to hit $150 billion. He unpacks the mechanics of GLP-1 medications like Ozempic and Mounjaro, detailing their differences and patent implications for investors. Thiel also discusses the economic ripple effects of these drugs, including shifts away from bariatric surgeries. Plus, get insights on undervalued companies and new drug developments that might change the weight-loss landscape forever.
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Weight Loss Drug Impact
- Weight loss drugs are driving big pharma sales growth, with Novo Nordisk and Eli Lilly seeing substantial increases.
- Despite this, many people discontinue use within a year, highlighting the need for improved drugs.
GLP-1 Drug Mechanism
- GLP-1 drugs mimic a natural hormone that stimulates insulin production and suppresses hunger.
- These drugs have a longer half-life than natural GLP-1, making them more effective for weight loss.
Drug Differences
- Ozempic and Wegovi share the same active ingredient (semaglutide), while Mounjaro and Zepbound share another (tirzepatide).
- Lilly's drugs add a second hormone agonist, GIP, potentially offering additional benefits.